Get Ready for Retirement

Ensure that you're on the right track for retirement, and your strategy is as robust as it can be.
Book a focused retirement consultation with a certified financial planner.

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Retirement Consultation 3

Retirement Strategy Session

A tailored 60-minute video session with a specialist retirement planner.

This 1-2-1 consultation will help you understand your retirement readiness and provide guidance to improve your retirement options.

Who’s it for?

This session is tailored for individuals with £300,000+ in investable assets, including savings, investments, and pensions, who are:

  • Approaching retirement within the next ten years.
  • Seeking clarity and confidence in their retirement plans.
  • In need of expert guidance on pensions, investments, and tax efficiency.

What can you expect?

Your consultation will cover:

  • Retirement Readiness: Dive into a detailed review of your financial health to gauge your preparedness for retirement.
  • Financial Forecasting: Experience our advanced cash flow planning tools, offering a vivid picture of your retirement finances.
  • Strategic Guidance: Receive personalised, actionable advice to enhance your financial future.

Ongoing partnership

Designed for those who value professional financial advice and are contemplating a long-term advisory relationship.

This consultation gives you an insightful preview of how our comprehensive retirement planning service can guide you towards your retirement goals. It’s the first step in understanding the broad range of services we can offer.

Should you desire a more thorough analysis of your retirement options and a bespoke strategy, we can discuss the possibility of working together.

Strategy Session Insights

Schedule your consultation

The next step couldn’t be simpler. From the calendar below, choose a date and time that work best for you. You'll receive an email confirming your appointment and providing a meeting link for the consultation.